CRM for Xero brings contacts, invoices, payment status, and invoicing workflows into the same monday.com boards your finance, sales, and ops teams already use so customer follow-ups stay tied to live accounting context.
Keep your CRM and accounting platform in sync so teams stop manually copying data between monday.com and Xero and avoid duplicate or conflicting records.
Create contacts and invoices directly from monday.com so sales, finance, and ops teams can move work forward without switching back into Xero for every billing step.
Bring your existing boards and synced data into Xero in bulk, then link to existing contacts or create new records as part of a cleaner reconciliation workflow.
Sync for Xero gives monday.com teams live customer records, invoice visibility, creation workflows, and historical finance context without forcing them into a separate CRM or manual spreadsheet process.
Keep contacts, invoices, bills, quotes, amounts, due dates, and status updates aligned between Xero and monday.com so finance and operations teams can work from the same live record instead of chasing exports or stale snapshots.
Connect multiple Xero organizations and route each org into the right monday.com boards with custom mappings. Teams can keep their current CRM, deal, or finance boards instead of rebuilding workflows just to get accounting data in place.
Create contacts, invoices, bills, and quotes directly from monday.com, then manage status, owners, due dates, line items, and supporting files in the same workflow your team already uses every day.
Import historical accounting records into monday.com or push existing monday data into Xero when you need to reconcile what is already there. Record mapping helps reduce duplicates while giving teams complete financial context from day one.
Includes all features. Pricing is a flat fee based on seats in your monday.com account. You are not charged per automation or the amount of data in your Xero account.
Calculate your cost
Billed monthly through monday.com.
10 seats lands you in the 6-10 bucket.
Seats is the number of active users you have in your monday.com account. You can check how many active users you have in the Administration > Directory > Users view on monday.com.
All accounts get a 2 week free trial which includes everything in the app. You will not be automatically charged when the trial ends.
Keep your teams aligned and work moving with purpose-built solutions for every function, connected on one intelligent platform
PMO & Operations
Bring portfolio plans, team execution, and leadership reporting into one operating view so risks surface earlier and work keeps moving without chasing updates across tools.
